#Investors

Patrick OShaughnessy

patrick_oshag

For the last year at @OSAMResearch, we’ve been building. Excited to share this new post that shares the lessons we've learned. We now believe the future of asset management will

Catapult Capital

catapultcap

Have been pondering #Bitcoin and $GLD lately and wanted to share some thoughts I had on valuation (from the perspective of a currency investor): First, a bit about currency

Jonah Lupton

JonahLupton

Yesterday we got the news $TSLA is going into the S&P 500. Based on the $5-6 trillion of S&P Index assets those funds/ETFs will need to buy approximately $65-75 billion

Oh Come On!

BluthCapital

Time for a SPAC ATTACK, and I do mean "attack."Let's walk through $VGAC, Virgin Galactic Acquisition Corp, which is going to put $759M ($509 & 250 PIPE) into perenially profitless,

Matthew Cochrane

Matt_Cochrane7

A meta thread consisting of a thread for each of Phil Fisher's 15 points to look for when investing in a stock, taken from his classic investment book, Common Stocks

Jo Maugham

JolyonMaugham

So a wee bird has dropped into my inbox what a major newspaper has described as a report from HM Treasury. THREAD It deals with the consequences of us leaving

Dave McClure

davemcclure

i've invested for ~20 yrs, met 1000's of founders, seen 1000's of decks, done 100's of deals -- yet it's still humbling how often i'm wrong or uncertain about what's

Value_Chain

OldWell17

1/ Some thoughts on TikTok as a potential threat to $FB. My understanding is still evolving here, so would love to hear the thoughts of some smart investors who have

Tom Frome

TomFrome

what are some shows/movies/books that have really bad liberal “turns out trying to do good makes you evil” endings that sorta come out of nowhere? i’m thinking GoT, watchmen, hunger

Dark Matter

DarkMatter_CO

Investing for Beginners 101How do you build your investment fund?There is no silver bullet to it, and it is easy when you build it across an extended period of time.Introducing

FARTCRAFT

caylenb

has anyone covering the Wall Street GME reaping and sowing gone into the fact that a lot of the GameStop and directly associated trades have been largely amplified by social

Dave

djr8519

The synchronized global fiscal impulse (chart 1) looks set to reverse in the coming months. This fiscal drag will prove a significant challenge for the prevailing reflation macro narrative.Steepers, dollar

Gary Black

garyblack00

Open letter to all S&P 500 benchmarked managers:On Friday 12/18 at market close, $TSLA will enter the S&P 500 Index at an approximate 1.5% weight - the sixth largest weight

Matt Rumancik

MattRumancik

LIFE -VS- MARATHONWhat we can learn, and why you should approach life as you would running a marathonA short thread[cont…] Lets start with the origins of The MarathonIn 490 BC

Brad Setser

Brad_Setser

My "shadow intervention" alarm bells are starting to go off --Something is happening in China. The July trade surplus (goods) was $60b. Per my @ExanteData friends (in market

Nick Huber

sweatystartup

So I got serious about Twitter on April 12th 2020. Since then:I’ve raised over $1MM and met with over 100 future investors in my real estate deals.Made over $20k consulting

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